Monthly Archives: March 2013

Peritus in the News

Peritus was mentioned in the article, “High-Yield Bond vs. Dividend ETFs,” by Max Chen of ETFtrends, March 26, 2013.

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What Does the Breakdown in Copper Tell Us?

I am a believer of regression to the mean.  I don’t believe it’s a theory, but a law.  Stocks and bonds possess values as measured by P/E ratios and spreads.  Measured over very long time periods, we can establish a …

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Selective Amnesia

NBTY returns to market with $1.5B cov-lite refinancing TL A little over a month after withdrawing its repricing proposal, reverse inquiry has spurred NBTY to approach the market to refinance its existing loans, sources said.  Barclays, Bank of America Merrill …

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Reminder: Peritus on Fox Business Channel Today

Ron Heller, Chief Executive Officer and Senior Portfolio Manager at Peritus, will be interviewed on Fox Business Channel on Monday, March 11th at approximately 11:50am PST.

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The State of the Leveraged Loan Market

The leveraged loan market is hot right now, to say the least.  A recent J.P. Morgan piece noted that for February, “Weekly loan fund inflows during the month were $1.20bn (3rd largest on record, was the largest at the time), …

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Upcoming Events

Ron Heller, Chief Executive Officer and Senior Portfolio Manager at Peritus, will be interviewed on Fox Business Channel on Monday, March 11th at 11:30am PST.

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Day of Records

The big news today is that the Dow is setting all-time highs.  The NASDAQ is at 13-year highs and S&P 500 at over 5-year highs.  All against a backdrop of higher taxes (a 2% hit on all wages, and additional …

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